KPI Scorecard Generator
Pick your industry and goals, get an 8-12 KPI scorecard with targets, owners, and a review rhythm.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- Industry
- home_services
- Annual revenue
- 4,000,000
- Employees
- 28
- Current gross margin
- 45
- Revenue growth target for next 12 months
- 20
- Average sale / job size
- 2,500
- Close rate on qualified leads
- 35
- Grow revenue
- true
- Improve profit
- true
- Strengthen cash
- true
- Keep customers longer
- false
- Build the team
- false
- Prepare for exit or investment
- false
- We have a CRM or system that already tracks leads and jobs
- false
Example results
Your scorecard: 11 KPIs across 4 areas, 6 reviewed weekly, aimed at $4.8M revenue (+20%) in the next 12 months.
- KPIs on the scorecard
- 11
- 12-month revenue target
- $4,800,000
- Monthly revenue run-rate needed
- $400,000
- Weekly KPIs
- 6
- KPI owners
- 6
- Goals covered
- Grow revenue, Improve profit, Strengthen cash
What stands out
11 KPIs: 6 weekly, 5 monthly or quarterly
Built from your 3 goals (grow revenue, improve profit, strengthen cash) plus 3 core financial KPIs and 1 home services / trades operating KPI.
No system of record for leads and jobs
At least 4 of these KPIs need CRM data; without it they become monthly guesses.
Next actions
- Hold a 30-minute weekly scorecard meeting reviewing the 6 weekly KPIs; anything off-target gets an owner and a next step.
- Give each KPI a red/yellow/green threshold and a single source of truth (report or dashboard), not a hand-built spreadsheet.
- Stand up a basic CRM in the next 30 days so lead, close-rate, and customer KPIs are measured, not estimated.
Model assumptions & limitations
- KPI targets are rule-of-thumb starting points for US SMBs; reset them after 90 days of actual data.
- Qualified-lead target = revenue target ÷ 12 ÷ ($2,500 average sale × 35% close rate); it assumes all revenue comes from new sales, so it overstates need if you have repeat revenue.
- Scorecard is capped at 12 KPIs; more than that usually dilutes focus.